iShares Russell Top 200 Value ETF

IWX

Market cap $2.82B

Overview Fund Activity

87.34 USD

-0.41

0.47%

At close Updated Sep 12, 4:00 PM EDT

1 day

-0.47%

5 days

0.75%

1 month

2.55%

3 months

5.06%

6 months

9.11%

Year to date

10.61%

1 year

10.29%

5 years

66.87%

10 years

119.28%

0

Funds holding %

of 7,462 funds

–

Analysts bullish %

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

2.57% more ownership

Funds ownership: 107.23% [Q1] → 109.8% (+2.57%) [Q2]

7% less funds holding

Funds holding: 214 [Q1] → 200 (-14) [Q2]

9% less capital invested

Capital invested by funds: $3.31B [Q1] → $3B (-$309M) [Q2]

13% less repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 69

15% less funds holding in top 10

Funds holding in top 10: 13 [Q1] → 11 (-2) [Q2]

19% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 36

See Fund Rankings

Financial journalist opinion

Zacks Investment Research

Should iShares Russell Top 200 Value ETF (IWX) Be on Your Investing Radar?

Launched on September 22, 2009, the iShares Russell Top 200 Value ETF (IWX) is a passively managed exchange traded fund designed to provide a broad exposure to the Large Cap Value segment of the US equity market.

Should iShares Russell Top 200 Value ETF (IWX) Be on Your Investing Radar?

IWX: Value Continues To Lag In Large Caps

IWX offers pure large-cap value exposure but has consistently underperformed SPY and IVE, making it a mediocre choice for value investors. The fund's narrow value criteria and large-cap focus limit its performance, especially as growth stocks continue to dominate the market. While IWX is liquid and has low fees, its risk-adjusted returns and Sharpe ratio are weak compared to peers, signaling a poor risk/reward balance.

IWX: Value Continues To Lag In Large Caps

Zacks Investment Research

Should iShares Russell Top 200 Value ETF (IWX) Be on Your Investing Radar?

The iShares Russell Top 200 Value ETF (IWX) was launched on 09/22/2009, and is a passively managed exchange traded fund designed to offer broad exposure to the Large Cap Value segment of the US equity market.

Should iShares Russell Top 200 Value ETF (IWX) Be on Your Investing Radar?

ETF Comparison: IWX Or VLU For Long-Term Buy?

The iShares Russell Top 200 Value ETF provides exposure to large-cap U.S. equities, with targeted access to selected categories in the U.S. market. VLU takes advantage of stocks with a lower valuation and momentum, giving the fund a more gradual growth approach. An overweighted position could create near-term challenges for both IWX and VLU, including regulatory recalibration.

ETF Comparison: IWX Or VLU For Long-Term Buy?

Zacks Investment Research

Should iShares Russell Top 200 Value ETF (IWX) Be on Your Investing Radar?

The iShares Russell Top 200 Value ETF (IWX) was launched on 09/22/2009, and is a passively managed exchange traded fund designed to offer broad exposure to the Large Cap Value segment of the US equity market.

Should iShares Russell Top 200 Value ETF (IWX) Be on Your Investing Radar?

Zacks Investment Research

Should iShares Russell Top 200 Value ETF (IWX) Be on Your Investing Radar?

Designed to provide broad exposure to the Large Cap Value segment of the US equity market, the iShares Russell Top 200 Value ETF (IWX) is a passively managed exchange traded fund launched on 09/22/2009.

Should iShares Russell Top 200 Value ETF (IWX) Be on Your Investing Radar?

Zacks Investment Research

Should iShares Russell Top 200 Value ETF (IWX) Be on Your Investing Radar?

Looking for broad exposure to the Large Cap Value segment of the US equity market? You should consider the iShares Russell Top 200 Value ETF (IWX), a passively managed exchange traded fund launched on 09/22/2009.

Should iShares Russell Top 200 Value ETF (IWX) Be on Your Investing Radar?

Zacks Investment Research

Should iShares Russell Top 200 Value ETF (IWX) Be on Your Investing Radar?

The iShares Russell Top 200 Value ETF (IWX) was launched on 09/22/2009, and is a passively managed exchange traded fund designed to offer broad exposure to the Large Cap Value segment of the US equity market.

Should iShares Russell Top 200 Value ETF (IWX) Be on Your Investing Radar?

IWX: A Good Value Basket

The style pendulum is likely swinging toward value from growth as the tech sector looks overcrowded. iShares Russell Top 200 Value ETF tracks large-cap value stocks and diversified holdings. The IWX ETF has a strong sector mix, but underperformed Vanguard Value ETF due to different sector exposure, so there is potential for outperformance ahead.

IWX: A Good Value Basket

Zacks Investment Research

Should iShares Russell Top 200 Value ETF (IWX) Be on Your Investing Radar?

Launched on 09/22/2009, the iShares Russell Top 200 Value ETF (IWX) is a passively managed exchange traded fund designed to provide a broad exposure to the Large Cap Value segment of the US equity market.

Should iShares Russell Top 200 Value ETF (IWX) Be on Your Investing Radar?

See News Rankings

Charts implemented using Lightweight Charts™